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    • NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022

      For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as ...

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    • TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY

      TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

      Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

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    • YEAR END NEWSLETTER 2022

      YEAR END NEWSLETTER 2022 11-21-2022

      We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...

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    • "EVERYTHING HUMAN IS PATHETIC"

      "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

      This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...

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    • FAT BEAR TIME WEBINAR

      FAT BEAR TIME WEBINAR 11-01-2022

      Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...

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    • OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022

      Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks ...

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    • WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS

      WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

      For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...

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    • FIRESIDE READING

      FIRESIDE READING 10-18-2022

      It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...

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    • ANGELES: ESG IS HERE TO STAY

      ANGELES: ESG IS HERE TO STAY 10-17-2022

      Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...

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    • 3RD QUARTER 2022 - SKYWAVE

      3RD QUARTER 2022 - SKYWAVE 10-07-2022

      On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...

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    • 'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT

      'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022

      Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...

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    • SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022

      Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed ...

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    • MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY

      MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022

      Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. ...

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    • BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE

      BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022

      While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our ...

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    • THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY

      THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

      "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...

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    • MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS

      MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

      This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...

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    • AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE

      AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022

      Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value ...

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    • HIGH OIL PRICES OFFER ENDOWMENT BOOST

      HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

      Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...

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    • ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW

      ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

      Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...

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    • WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE

      WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022

      In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...

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    • VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT

      VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT 08-25-2022

      Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital ...

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    • INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS

      INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022

      Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the ...

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    • DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS

      DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS 08-03-2022

      Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio ...

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    • THE G.O.A.T.

      THE G.O.A.T. 08-01-2022

      John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...

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  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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